iShares iBonds Dec 2032 Term Treasury ETF
IBTM
58 hedge funds and large institutions have $163M invested in iShares iBonds Dec 2032 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 6 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 13
89% more capital inflows, than outflows
Capital inflows: $12.9M | Capital outflows: $6.83M
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
4% more funds holding
Funds holding: 56 → 58 (+2)
1.31% more ownership
Funds ownership: 78.45% → 79.76% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Krilogy Financial
St. Louis,
Missouri
|
+$2.3M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$2.16M |
| 3 |
Coldstream Capital Management
Bellevue,
Washington
|
+$1.26M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.15M |
| 5 |
APW
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Avantax Planning Partners
Dubuque,
Iowa
|
-$1.35M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.34M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.15M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$811K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$642K |
IBTM Hedge Fund Activity: Q2 2024 in Review
58 of the 6,941 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) for Q2 2024, worth a combined $163M — up 3% from $158M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBTM positions and 6 closed out — a net gain of 2 holders — while 26 added to existing stakes and 13 trimmed.
The largest buyer was Krilogy Financial, adding an estimated $2.3M. The largest seller was Avantax Planning Partners, cutting an estimated $1.35M.
- 58 institutional investors held iShares iBonds Dec 2032 Term Treasury ETF (IBTM) as of Q2 2024, up from 56 in Q1 2024.
- Funds reported $163M of iShares iBonds Dec 2032 Term Treasury ETF stock for Q2 2024, up 3% quarter-over-quarter.
- 8 funds opened new iShares iBonds Dec 2032 Term Treasury ETF positions in Q2 2024 and 6 closed out, a net change of +2 holders.
- The largest iShares iBonds Dec 2032 Term Treasury ETF buyer in Q2 2024 was Krilogy Financial, an estimated $2.3M added.
- The largest iShares iBonds Dec 2032 Term Treasury ETF seller in Q2 2024 was Avantax Planning Partners, an estimated $1.35M sold.
Based on aggregated 13F filings for Q2 2024.